Screener
NBTR vs IWMI
Neuberger Total Return Bond ETF vs NEOS Russell 2000 High Income ETF
Key differences
NBTR is a fixed income ETF, while IWMI is an alternative ETF. NBTR charges 0.38% a year and IWMI 0.68%.
- NBTR is a fixed income fund, while IWMI is an alternative fund. They carry different risk/return profiles.
- NBTR follows a active selection strategy; IWMI uses option income.
- NBTR costs 0.30% less per year.
- IWMI is much larger than NBTR. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| NBTR | IWMI | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.68% |
| Fund size (AUM) | $55M | $909M |
| Since | 2024 | 2024 |
| Dividend yield | 5.17% | 1.71% |
| Asset class | fixed income | alternative |
| Region | north america | north america |
| Strategy | active selection | option income |
| CAGR 1Y | +5.7% | +34.2% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 3.51% | 15.35% |
| Max drawdown | -2.58% | -23.88% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.